Tax Manager, Credits & Incentives at BDO USA

STS Tax Manager, Credits & Incentives

A STS Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the STS Tax Manager, Credits & Incentives is charged with marketing, networking and business development within his/her area of experience and specialization, and recognizing potential changes in credit & incentives policy. In addition, the STS SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.

Job Duties:

• Research:
• Identifies complex credits & incentives situations, when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
• Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings
• Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
• Tax Compliance:
• Conducts detailed reviews of income tax returns, and identifies the most significant statutory credit opportunities
• Evaluates a client's current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reporting
• Tax Consulting:
• Drafts credits & incentives memorandums and other documentation on various credits & incentives issues
• Conducts review of a client's operations to determine in which jurisdictions credits & incentives opportunities may exist
• Applies all applicable state tax consulting sub-specialties, and confers with other STS professionals when appropriate
• Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements
• Assists in the development of consultative credits & incentives strategies
• Manages the expectations of assigned clients
• Tax Controversy:
• Drafts responses to notices from state taxing authorities
• Represents clients before any tax authority on credits & incentives issues
• Assists with exam support
• Tax Related Software:
• Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
• Tax Specialization:
• Provides technical client service to multi-state clients on credits & incentives matters
• Conducts negotiation credits & incentives matters
• Drafts technical memorandums regarding credits & incentives issues
• Strategy Development:
• Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
• Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
• Assists with researching credits & incentives strategies
• Suggests marketing approaches for new client acquisitions
• Other duties as required
• Supervisory Responsibilities:
• Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements, and reviews work product
• Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
• Evaluates the performance of STS SALT Senior Associates and Associates, and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
• Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting or other relevant field, required
• Master's degree in Accounting or Taxation or Juris Doctorate, preferred

Experience:

• Five (5) or more years of state and local/multistate tax experience required, with experience in credits & incentives strongly preferred,
• Experience supervising tax professionals on a project or engagement basis, required
• Experience preparing and/or reviewing tax provisions, preferred

License/Certifications:

• CPA or other relevant certification, required

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
• Exposure to and familiarity with standard tax applications and research tools, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills, with the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to work in a deadline-driven environment, and handle multiple projects simultaneously
• Capable of effectively managing a team of tax professionals, and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel
• Executive presence, with the ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of credits & incentives services
• Advanced knowledge of sources utilized in credits & incentives filings
• Advanced knowledge and understanding of cause / effect for taxable conditions on clients, and the potential credits and incentives opportunities

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000